BLPAX vs. AMCPX
Compare and contrast key facts about American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds AMCAP Fund Class A (AMCPX).
BLPAX is managed by American Funds. It was launched on May 18, 2012. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
BLPAX vs. AMCPX - Performance Comparison
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BLPAX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | -3.07% | 16.64% | 11.30% | 13.87% | -13.60% | 13.87% | 13.16% | 19.53% | -4.59% | 16.71% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, BLPAX achieves a -3.07% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, BLPAX has underperformed AMCPX with an annualized return of 8.29%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
BLPAX
- 1D
- -0.05%
- 1M
- -7.13%
- YTD
- -3.07%
- 6M
- -0.36%
- 1Y
- 12.63%
- 3Y*
- 11.46%
- 5Y*
- 6.42%
- 10Y*
- 8.29%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
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BLPAX vs. AMCPX - Expense Ratio Comparison
BLPAX has a 0.66% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
BLPAX vs. AMCPX — Risk / Return Rank
BLPAX
AMCPX
BLPAX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BLPAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.56 | +0.65 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.94 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.59 | +0.95 |
Martin ratioReturn relative to average drawdown | 6.69 | 2.42 | +4.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BLPAX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.56 | +0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.33 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.57 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.57 | +0.27 |
Correlation
The correlation between BLPAX and AMCPX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BLPAX vs. AMCPX - Dividend Comparison
BLPAX's dividend yield for the trailing twelve months is around 6.01%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLPAX American Funds Moderate Growth and Income Portfolio Class A | 6.01% | 5.83% | 3.59% | 2.30% | 6.01% | 4.97% | 2.56% | 3.83% | 4.69% | 3.48% | 3.66% | 3.69% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
BLPAX vs. AMCPX - Drawdown Comparison
The maximum BLPAX drawdown since its inception was -23.21%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for BLPAX and AMCPX.
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Drawdown Indicators
| BLPAX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.21% | -62.37% | +39.16% |
Max Drawdown (1Y)Largest decline over 1 year | -7.68% | -14.18% | +6.50% |
Max Drawdown (5Y)Largest decline over 5 years | -20.65% | -36.90% | +16.25% |
Max Drawdown (10Y)Largest decline over 10 years | -23.21% | -36.90% | +13.69% |
Current DrawdownCurrent decline from peak | -7.26% | -14.18% | +6.92% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -9.60% | +6.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 3.47% | -1.70% |
Volatility
BLPAX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Moderate Growth and Income Portfolio Class A (BLPAX) is 3.50%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that BLPAX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BLPAX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 5.26% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 6.42% | 11.06% | -4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.60% | 19.60% | -9.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.33% | 19.12% | -8.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.77% | 18.63% | -7.86% |